CSat Investment Advisory’s Merck MRK Stock Holding History

CSat Investment Advisory’s Portfolio MRK Stock Details MRK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	$3K	Buy	44 +19	+76%	+$1.4K	﹤0.01%	508
2020 Q4	$2K	Sell	25 -16,559	-100%	-$1.27M	﹤0.01%	511
2020 Q3	$1.31M	Buy	16,584 +1,747	+12%	+$137K	0.12%	82
2020 Q2	$1.09M	Buy	14,837 +3,665	+33%	+$276K	0.13%	79
2020 Q1	$820K	Buy	11,172 +4,337	+63%	+$341K	0.17%	81
2019 Q4	$594K	Buy	6,835 +2,101	+44%	+$173K	0.16%	115
2019 Q3	$380K	Buy	4,734 +544	+13%	+$43.6K	0.12%	159
2019 Q2	$336K	Buy	4,190 +4,170	+20,850%	+$319K	0.12%	130
2019 Q1	$2K	Buy	20 +2	+11%	+$150	﹤0.01%	542
2018 Q4	$1K	Buy	18 +1	+6%	+$71	﹤0.01%	543
2018 Q3	$1K	Hold	17	–	–	﹤0.01%	544
2018 Q2	$1K	Buy	+17	New	+$959	﹤0.01%	549

Other funds holding MRK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

CSat Investment Advisory's MRK Position: Q1 2021 in Review

CSat Investment Advisory increased its Merck (MRK) stake by 76% in Q1 2021, buying an estimated $1.4K and bringing the position to 44 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #508.

CSat Investment Advisory first reported a position in MRK in Q2 2018 and has held it in 12 quarters since. The position peaked at $1.31M in Q3 2020. 2,687 funds tracked by Wall St. Rank hold MRK as of Q1 2021.

CSat Investment Advisory held 44 shares of Merck worth $3K as of Q1 2021.
CSat Investment Advisory bought 19 Merck shares in Q1 2021, an estimated $1.4K.
Merck made up ﹤0.01% of CSat Investment Advisory's portfolio in Q1 2021, its #508 holding.
CSat Investment Advisory first reported a position in Merck in Q2 2018 and has held it in 12 quarters since.
CSat Investment Advisory's Merck position peaked at $1.31M in Q3 2020.
2,687 funds tracked by Wall St. Rank held Merck as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.